FX Dashboard: Dollar in the Driver's Seat
Attached is our daily FX Dashboard that highlights dislocations in EM currency markets. In this note, we also revisit our near-term view for the US...
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Currency Seasonality’s Slow Comeback?
Identifying currencies' monthly seasonal patterns and why they may break down can potentially generate alpha. Seasonal patterns broke down in 2020...
388 Views
FX Dashboard - Feb 2, 2021
Attached is the daily FX Dashboard that highlights dislocations in EM currency markets with the objective of identifying the leaders and laggards.
341 Views
The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
345 Views
Indonesia: Post-Omnibus Bill Reform Agenda Still Has Legs, With Longer-Term Spillovers for IDR
Despite the passage of the Omnibus Bill last year, the reform agenda still has legs, with positive spillovers to growth and the Rupiah over the...
414 Views